RPA Summer School Session 3.1: Your first Excel and Word automations
- 1. RPA Summer School Session 3: Word and Excel Automation
- 2. 2 Speaker Senior Software Developer @BASF UiPath MVP Speaker Senior Consultant @Machina Automation UiPath MVP Host Regional Community Manager EMEA @UiPath Nicolas Erlichman Hanh Nguyen Cristina Vidu Vibhor Shrivastava Welcome to RPA Summer School! Here is todayâs team: Host Regional Community Manager APAC @UiPath
- 3. 3 1. Resources 2. What is Word Automation? 3. What can you automate? 4. How do I use it? 5. Practice 6. What is Excel Automation? 7. What can you automate? 8. How do I use it? 9. Practice 10.Q&A Agenda Slide
- 4. 4 1. Check StudioX needed add-ins for this session 2. Download Exercise Packs for Word and Excel automation: WORD Exercise file: https://bit.ly/3lQTOMy EXCEL Exercise file: https://bit.ly/2X40vQL Resources
- 5. 5 What is Word Automation As a business user, you most likely work with Word templates. Let's see how StudioX can help reduce your workload by enabling you to automate tedious and repetitive Word-based activities.
- 6. 6 What can you automate? Prepare a high number of Word documents of the same template, such as resumes, letters, brochures, report exported in Word or learning activities. Extract data from various same-template Word documents, such as CVs and contracts.
- 7. How do I use it?
- 9. 9 QUIZ Which activity to use: 1) Read Text 2) Add Text 3) Append Text 4) Change Text
- 10. 10 Your challenge today is to update resume_template.docx using data from the âResumeData.xlsx" file Practice 1
- 11. 11 What is Excel Automation? As a business user, you most likely work a lot with Excel as it is a versatile tool that allows you to organize your data! Let's dive deeper into how StudioX enables you to create automation projects using Excel!
- 12. 12 âą Create report: âą Read and write data âą Sort data âą Check reports for errors: âą Delete duplicate data âą Fill in forms with data from Excel spreadsheets âą Data extraction and migration âą Run macro What can you automate?
- 13. How do I use it?
- 14. How do I use it?
- 16. 16 QUIZ Which activity to use: 1) Replace Text 2) Change Cell 3) Write Cell 4) Write Range
- 17. 17 âą Imagine you're downloading daily a report with a size that changes from download to download. One day you have 1000 entries, the next day only 350. At the end of a certain column, you need to calculate the sum of all the values found in that column. âą Each value has a different format than the one you need. âą There are multiple sheets in your Excel file that require the same processing. Practice 2
- 18. 18 Q&A
- 19. 19 âą Join our RPA Summer School Session 4: https://bit.ly/3jEsIp7 âą Continue your learning path for Word automation in Academy: https://bit.ly/3lJcP3t âą Continue your learning path for Excel automation in Academy https://bit.ly/3A1bKYy âą Share feedback at community@uipath.com Whatâs next?
- 20. 20 See you for Session 4! Stay close: â community@uipath.com â community.uipath.com